Mark Sheptoff Financial Planning, LLC World Gold Trust Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in World Gold Trust stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 294 shares of GLDM stock, worth $23,784. This represents 0.01% of its overall portfolio holdings.
Number of Shares
294Holding current value
$23,784% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding GLDM
# of Institutions
816Shares Held
167MCall Options Held
0Put Options Held
0-
Sumitomo Mitsui Trust Holdings, Inc.18.5MShares$1.49 Billion0.84% of portfolio
-
Morgan Stanley New York, NY8.62MShares$697 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC7.37MShares$596 Million0.04% of portfolio
-
Evoke Wealth, LLC7.25MShares$587 Million11.22% of portfolio
-
Wealthsimple Inc. Toronto, A65.86MShares$474 Million7.19% of portfolio
About World Gold Trust
- Ticker GLDM
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 146,850,000
- Market Cap $11.9B